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Prudential Financial

1,225 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 385 increasing their positions, 484 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,225
Holders Change
+75
Holders Change %
+6.52%
% of All Funds
17.96%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
154
Increased
385
Reduced
484
Closed
62
Calls
$698M
Puts
$848M
Net Calls
-$150M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
951
Prestige Wealth Management Group
New Jersey
$123K
GI
952
Gradient Investments
Minnesota
$123K +$1.97K +19 +2%
CSB
953
City State Bank
Iowa
$121K
Jones Financial Companies
954
Jones Financial Companies
Missouri
$120K +$111K +1,072 +1,261%
CNBTD
955
Citizens National Bank Trust Department
Mississippi
$119K
OIA
956
Optimum Investment Advisors
Illinois
$117K
PG
957
Proffitt & Goodson
Tennessee
$115K
AA
958
Alta Advisers
United Kingdom
$114K
CHC
959
City Holding Co
West Virginia
$113K -$6.33K -61 -5%
NFA
960
Northwest Financial Advisors
Virginia
$113K +$113K +1,088 New
LWA
961
Lowe Wealth Advisors
Maryland
$112K
CFO
962
CVA Family Office
Colorado
$110K +$110K +1,060 New
FGA
963
Fortis Group Advisors
New Jersey
$108K +$54.1K +522 +100%
GTAM
964
Global Trust Asset Management
Florida
$105K
VNA
965
Valley National Advisers
Pennsylvania
$105K -$6.31K -61 -6%
MCM
966
MV Capital Management
Maryland
$105K -$14.1K -136 -12%
TCOV
967
Trust Company of Vermont
Vermont
$105K +$23.3K +225 +29%
SPWM
968
Spartan Planning & Wealth Management
North Carolina
$104K -$285K -2,747 -73%
MA
969
Montag & Associates
Georgia
$98.5K
BBHC
970
Brown Brothers Harriman & Co
New York
$98.2K -$122K -1,175 -55%
AIM
971
Arcadia Investment Management
Michigan
$96.9K
DJSG
972
D.J. St. Germain
Massachusetts
$96K +$10.4K +100 +12%
HPC
973
HM Payson & Co
Maine
$95K +$22K +212 +30%
CWP
974
Concord Wealth Partners
Virginia
$94.9K -$8.71K -84 -8%
EWM
975
Evermay Wealth Management
Virginia
$93.9K +$519 +5 +0.6%